Marketing settings
Overview
Marketing settings maintain the module's statuses — in three tabs: campaigns, email campaigns and social posts.
In Octibiz statuses are data, not program logic: they can be created, renamed and reordered without anyone touching code. The order determines how lists and filters offer them.
The sending path does not belong here. It is configured under Integrations — that is where credentials live; here there is only vocabulary.
Core tasks
Maintain campaign statuses. The stages a campaign passes through.
Maintain email campaign statuses. The stages of a send.
Maintain social statuses. The stages of a post from planning to publication.
Set the order. All three lists are sortable; the order is what people later see in the selection fields.
Fields in detail
The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.
Status of a dispatch
| Field | Required | Values / format | What it does |
|---|---|---|---|
Key key | yes | short, stable text | The technical identifier for automation and reporting. Do not change it once dispatches sit on it. |
Label label | yes | text | What the user sees. |
Category category | no | open, active, done, cancelled | The business meaning behind your name. The system decides by it which dispatch is still outstanding and which counts. |
Colour color | no | colour value | Colour of the status marker. |
Order sortOrder | no | number | Position in the selection. |
Default isDefault | no | yes/no | The status a new dispatch starts on. |
Active active | no | yes/no | Off means no longer selectable. |
Settings & permissions
- Module
module.marketing— with it off, the settings tile disappears too. marketing.config.manage— the only permission on this page. It is pre-assigned to no role:
whoever changes the status catalogue changes it for everyone.
- The tile sits in the settings group Vertrieb & Kunden, see Settings.
FAQ & troubleshooting
I cannot see the tile. Either the module is disabled or marketing.config.manage is missing.
A status cannot be deleted. It is still in use. Rename it, or move the affected records first.
Where do I configure the sending provider? Not here, but under Integrations.
Where do I create email templates? Under Email sending & templates — templates are content, not configuration.